WORK SMARTER. SELL MORE WITH ZOOM CRM.
Easy to use Customer Relationship Management
(CRM) tool for small sales teams with big sales goals.
Easy to use Customer Relationship Management
(CRM) tool for small sales teams with big sales goals.
Store contacts & track communication in one place
Track sales process & take proper actions
Schedule tasks in activities calendar & get things done
by using our integrated CPQ feature
Use sales pipeline stages feature
by sharing all information between teams
Sell more with built-in Zoom CRM features
Spend less time figuring out how it works & more time making the sale.
It’s for small & medium sized sales teams and their managers who need a simple CRM to help them close deals faster.
per user / month
Unlimited number of contacts in database
360* customer view (general info, opportunities & activities)
Track communication history
Track notes and upload files
Scoring and rating
Calendar and list view
Activity reminder notifications
Meeting scheduler
Assign & track activities related to Accounts, Contacts & Opportunites
Customize & define unlimited number of activity types (Task, Meeting, Lunch, Project, Milestone, ..)
Configure, Price, Quote (CPQ) module
Bundled & standalone products
Combine subscription and standard products on one quote
Powerfull discounting engine (on line item and total level)
Instant PDF export
Auto-Sync to opportunities
Pipeline stages in Kanban & List view
Colorfull opportunity views
Customizable sales stages
Multi-currency opportunities
Sync quote amounts to opportunities
Take notes and upload files
Assign activities
Products groups
Customized pricing
Multiple price lists
One-time fees
Block pricing
Discount schedules
Bundled & standalone products
Tax management
Key charts and metrics for sales tracking
Pipeline overview
Conversion rates
Top accounts
Pipeline trends
Revenue forecasts
Funnel leakage statistics
Activities overview
Drill-down to pivot tables
Multi-currency view
Filter for specific user
Integration with marketing automation tool
Create mailing list from contacts
Advanced fitlering and export to marketing automation tool
Track campaing statistics
Track mailing list statistics
Automated daily backups
Concierge migration services
Support via Help Desk
Dedicated account manager (for over 10 licences)
Any question? Reach out to us and we’ll get back to you shortly.
